Charisse Lela Kirkley

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2016
  Questar Asset Managment
  Minneapolis, MN
• 08/2016 → 09/2016
  Andrews Financial Services
  Cypress, TX
• 08/2016 → 09/2016
  Questar Capital
  Minneapolis, MN
• 09/2016 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2016 → 09/2025
  Bank Of America, N.A.
  Houston, TX
• 10/2025 → Present
  Morgan Stanley
  Houston, TX

Previous Registrations

• 2016-11-22 → 2025-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 2016-08-16 → 2016-10-11
  Questar Asset Management, Inc.
  Cypress, TX
  Minneapolis, MN
• 2013-11-21 → 2016-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 2007-04-16 → 2013-06-19
  Blackrock Investment Management, Llc
  Princeton, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-02-21
• S66 Uniform Combined State Law Examination
  2007-04-14

Other Names

• Charisse Lela Griffin
• Charisse Lela Griffin
• Charisse Griffin
• Charisse Lela Kirkley
• Charisse Kirkley